+36.1%
HST vs TPG
-16.9%
+53.0%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.2% | +0.1% |
| 7D | +0.9% | -9.4% | +10.3% | +2.8% |
| 30D | -2.5% | -5.3% | +2.8% | -1.6% |
| 3M | -5.1% | +12.9% | -18.0% | -8.5% |
| 6M | +21.6% | +20.1% | +1.5% | +14.7% |
| YTD | +31.6% | -22.5% | +54.1% | +39.7% |
| 1Y | +36.1% | -19.7% | +55.8% | +36.8% |
| All | +36.1% | -16.9% | +53.0% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TPG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling